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Michelle Cortes-Harkins

  • MSW, CDFA™, CRPC®
  • Harkins Wealth Management, LLC
  • Providence, RI   
  • Website
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Phone

401-278-4049


Contact me for: Help with a major life transition such as divorce, widowhood, marriage, sudden money, and career changes. My specialties included a holistic approach to comprehensive financial planning, women in transition, socially responsible investing, and retirement income planning.

The focus of my practice is on women in transition; women who are changing employment, entering into motherhood, going through a divorce, widowhood or preparing for or starting retirement. I use tools from my social work background, such as a strength based and supportive approach to the investment and financial planning process. I host a monthly Money Club for Women, quarterly workshops for those going through divorce and contribute articles to local publications. I have earned the Certified Divorce Financial Analyst (CDFA ™) designation and work with attorneys, mediators and those practicing collaborative divorce to identify the most equitable division of assets.


Initially, I assist women in identifying all the assets of the marriage, including those that potentially may be hidden or under reported. Working as a team with an attorney, mediator or through a collaborative divorce, I can demonstrate how different financial settlements will impact the client and her family for the short and long term. In addition, I help ensure that other financial areas are addressed such as life insurance, retirement planning, beneficiary designations and college planning.

Expert Articles by Michelle Cortes-Harkins

Surviving Divorce

Women in divorce need to understand division of marital assets

Money and Divorce

Advice for women on determining financial needs after divorce

Estate Planning

What every young mom needs to know about wills and estate planning

Budgeting

How to best invest inheritance money or other financial windfall

Finance for Couples

How to have separate finances and have a successful marriage
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